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Your Financial Life, Organized...Finally!

We all say we’re going to be more organized each year. Some of us do a better job than others but, as anyone will tell you, it takes work. And where do you start?

I remember when my grandfather passed away several years ago, and my mother and aunt spending an entire summer at my grandfather’s house digging through file cabinets and folders just trying to figure out what he had and where it all was. It was a hassle and took a lot of time and effort, but of course, they did it. Who wouldn’t?

Today, though, there are tools available so well organized and secure that can make the task of settling your affairs in the event of the unexpected, simply easier to manage for your loved ones. With our help, we make it even easier by answering questions and facilitating some of the planning required.

All clients of Brookhaven Wealth Management get an Everplan. Everplans TM are a new online tool to help simplify end of life planning for clients. To quote financial industry guru Bob Veres, “Everplans functions on three levels: as a checklist and planning tool, as an information resource, and as a secure document vault that holds everything needed to tidy up a client’s affairs before the inevitable happens.”1

With this tool and our guidance, we aim to help our clients

Organize, store and share vital documents and final wishes

Navigate legal, financial, healthcare and other personal decisions

Find peace of mind, knowing loved ones won’t be left to wrestle with paperwork2

You’ll be so organized after completing your Everplan it’ll make your mother proud! Take a look below.

Financial Planning, Investment Advisory Services and Securities offered through LPL Financial, A Registered Investment Advisor and Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DE, FL, GA, LA, MA, MD, NC, NJ, NY.